SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.74M
3 +$1.31M
4
ASML icon
ASML
ASML
+$1.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.13M

Top Sells

1 +$1.85M
2 +$1.22M
3 +$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.16M
5
FMC icon
FMC
FMC
+$1.12M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$302K 0.02%
5,585
-105
302
$302K 0.02%
17,766
-16
303
$301K 0.02%
7,926
-966
304
$297K 0.02%
1,868
-209
305
$293K 0.02%
606
306
$291K 0.02%
2,775
-824
307
$286K 0.02%
1,216
+219
308
$284K 0.02%
2,275
-204
309
$284K 0.02%
1,268
+2
310
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3,729
-2,836
311
$276K 0.02%
3,408
-1,160
312
$271K 0.02%
4,625
313
$271K 0.02%
2,451
-176
314
$266K 0.01%
4,875
+224
315
$266K 0.01%
12,840
316
$264K 0.01%
5,975
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317
$261K 0.01%
511
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318
$259K 0.01%
12,600
319
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1,710
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320
$252K 0.01%
4,399
-155
321
$249K 0.01%
1,420
-25
322
$248K 0.01%
20,500
323
$245K 0.01%
3,047
-415
324
$245K 0.01%
4,653
-1,749
325
$243K 0.01%
2,356
+400